McElhenny Sheffield Managed Risk ETF
MSMR
12 hedge funds and large institutions have $123M invested in McElhenny Sheffield Managed Risk ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
6% more capital invested
Capital invested by funds: $116M → $123M (+$7.1M)
2.06% less ownership
Funds ownership: 87.84% → 85.78% (-2.1%)
14% less funds holding
Funds holding: 14 → 12 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$836K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$245K |
| 3 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
+$185K |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$167K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
-$4.46M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$335K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$253K |
| 4 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$48.7K |
| 5 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$20.1K |
MSMR Hedge Fund Activity: Q3 2025 in Review
12 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q3 2025, worth a combined $123M — up 6.1% from $116M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MSMR and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was United Advisor Group, adding an estimated $836K. The largest seller was Heritage Oak Wealth Advisors, cutting an estimated $4.46M.
- 12 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q3 2025, down from 14 in Q2 2025.
- Funds reported $123M of McElhenny Sheffield Managed Risk ETF stock for Q3 2025, up 6.1% quarter-over-quarter.
- 2 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q3 2025 and 4 closed out, a net change of -2 holders.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q3 2025 was United Advisor Group, an estimated $836K added.
- The largest McElhenny Sheffield Managed Risk ETF seller in Q3 2025 was Heritage Oak Wealth Advisors, an estimated $4.46M sold.
Based on aggregated 13F filings for Q3 2025.